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Credo Soars 7% as Super Micro’s $4 Billion Forecast Hike Signals “Increased Demand for AI Platforms”
23.10.2026 17:30
Key TakeawaysCredo shares rose 7% this morning, with Lumentum, Coherent, Semtech and Astera Labs also higher, after Super Micro raised its fiscal first-quarter revenue estimate by about $4 billion. Super Micro’s beat is strong evidence that AI server builds are speeding up, and more AI racks mean more demand for Credo’s cables.
Hewlett Packard Enterprise Climbs 4% While AI Server Peers Lag; Dell Rises 2%, Super Micro Unchanged
23.10.2026 17:09
Hewlett Packard Enterprise is pulling away from its AI server rivals on a day when the broader market stumbled, and the reasons behind that gap stretch from industrial factory floors all the way to the surface of the Moon.
Will Super Micro (SMCI) Beat Estimates Again in Its Next Earnings Report?
23.10.2026 15:10
Super Micro (SMCI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Higher AI Chip Heat Density Expand NVT's Cooling Opportunity?
23.10.2026 12:30
nVent Electric expands liquid cooling as AI chips generate more heat, with new facilities and products targeting rising data center demand.
Super Micro Has Lost 60.86% Since It Was Tapped for the S&P 500. Index Funds Like VOO Had to Buy It Anyway
23.10.2026 00:03
When Super Micro Computer joined the S&P 500, index funds had no choice but to buy in at the peak of the hype. What happened next reveals a hidden cost that never appears on any fee disclosure.
TSX futures point lower following Meta, Tesla earnings
22.10.2026 12:34
Investing.com - Futures linked to Canada’s main stock index edged lower, as a surge in oil prices fueled concerns over energy-driven inflation, while worries swirled around the artificial intelligence trade following results from Meta Platforms.
AI RAN Partnerships Might Change The Case For Investing In Nokia (HLSE:NOKIA)
22.10.2026 12:14
Nokia Oyj reported Q3 2026 sales of €5,154 million and net income of €152 million, while advancing AI-RAN and fiber access products with partners such as NVIDIA, Supermicro, Elisa and Arelion. These AI focused alliances and live AI-RAN trials shift Nokia Oyj deeper into AI-native networking, tying its core equipment portfolio directly to emerging AI, edge computing and high capacity fiber demand. The next area of attention is how Nokia Oyj's NVIDIA-backed AI-RAN initiatives could affect its...
Supermicro Could Be at the Center of the Next AI Spending Wave
22.10.2026 11:15
Supermicro just booked a record order backlog while its stock sits near 52-week lows, trading at a fraction of what rivals Dell and Arista command. Whether that gap represents a rare opportunity or a value trap depends on one critical question the next earnings report will answer.
Nvidia Is Moving Deeper Into Intel, AMD Territory: Supermicro Rolls Out 256-CPU Vera Rack
22.10.2026 10:23
Supermicro on Thursday announced a fully liquid-cooled rack built around 256 Nvidia Vera CPUs for agentic AI workloads.
CXMT And 2 AI Chip Stocks To Watch
22.10.2026 10:09
AI is hungry for silicon, and the race to build chips has quietly exposed a weak spot in how the world sources rare materials. TSMC’s push to reduce reliance on Chinese rare earths shows how critical the full chip pipeline has become, from tools to factories to designers. That pressure creates a window for investors. This article highlights three stocks from our AI hardware supply chain screener worth watching. The three stocks covered next are only a sample set, as the full Semiconductor...
Why Nokia Oyj (HLSE:NOKIA) Is Getting Attention Today
22.10.2026 09:11
Nokia Oyj (HLSE:NOKIA) has pushed deeper into AI-native telecom infrastructure, announcing expanded work with NVIDIA, Supermicro, Cadence and operators like Elisa in the areas of AI-RAN, sovereign AI platforms and distributed edge computing. Recent enthusiasm around AI-RAN and sovereign AI has not prevented short term volatility in Nokia Oyj. The share price is down 14.25% over the past 30 days and 5.38% over 90 days, even as the year-to-date share price return of 49.02% and 1-year total...
Why Supermicro Stock Is Up 9.5% And What's Next
22.10.2026 07:14
Super Micro Computer sharply lifted its preliminary fiscal Q1 2027 revenue outlook to US$18.5b to US$19.5b and raised expected gross margins to 12% to 12.5%, pointing to robust demand for its AI-focused infrastructure platforms. The business is pairing this guidance shift with deeper ties to Nokia and Nutanix, signaling a push into AI-heavy 5G networks and enterprise AI factories. This could influence where Super Micro Computer earns its future infrastructure revenue. Next, the focus turns...
Supermicro Launches NVIDIA Vera CPU Rack With 256 Liquid-Cooled CPUs, Supporting Up To 22,500 Agent Sandboxes Per Rack For Agentic AI
22.10.2026 02:55
Delivers dedicated 256 NVIDIA Vera CPU capacity for agent sandboxes, complementing NVIDIA Vera Rubin NVL72 with common DCBBS infrastructure with third-generation NVIDIA MGX racks and battery backup unitsIntegrates
Stock Market: Will S&P 500 Open Up or Down Today?
22.10.2026 02:08
Will the S&P 500 open higher? Polymarket odds plunge to 19% as Wall Street faces a tech selloff, $111 Brent crude, and Tesla earnings.
Asia stocks rebound as SpaceX, Super Micro results lift chipmakers
21.10.2026 04:17
Investing.com -- Asian stocks advanced on Wednesday as stronger-than-expected earnings from major beneficiaries of the artificial intelligence boom revived confidence in the technology trade, helping regional chipmakers rebound after last week’s selloff.
Dow Jones Futures: SpaceX, Supermicro Revive AI Stocks; Tesla, Meta On Deck
21.10.2026 04:02
The Dow and S&P 500 reclaimed their 50-day line. SpaceX crushed earnings views and is mulling a Tesla merger. Meta looms.
Asian chip stocks rally as Super Micro forecast revives AI demand optimism
21.10.2026 02:38
Investing.com -- Asian chipmakers and artificial intelligence-related stocks rallied on Wednesday after stronger-than-expected preliminary revenue guidance from Super Micro Computer offered relief to investors concerned about the sustainability of spending on AI infrastructure.
Super Micro Jumps 11% on a $19 Billion Quarter: “Increased Demand for AI Platforms”
21.10.2026 02:28
Super Micro Computer (SMCI:NASDAQ) shares jumped about 11% in after-hours trading on Tuesday (to about $36) after the server maker said fiscal first-quarter revenue should land at $18. 5 billion to $19.
KOSPI Jumps 3.54%, Nikkei Gains 1.43%, But How Is Oil Driving the Rebound?
21.10.2026 02:20
KOSPI and Nikkei rebound as oil prices ease, but Brent fell just 0.69% and stays above $100. Can the chip rally last?
CoreWeave, Sandisk, Marvell, Tesla, SpaceX, and More Stocks That Explain Today’s Market
19.10.2026 10:16
AI stocks including Intel, Sandisk, and CoreWeave all rise, while shares of oil majors dip amid a retreat in crude prices.